investing

Ever bought a cryptoasset making magic beans look like a sound investment? I have, so to institute some discipline in my altcoin investing process. I’ve developed an audit to help me avoid duplicating past mistakes. Many things can derail promising cryptoasset projects. Minimizing the risk of going to 0…

Properly Assessing and Managing these Risks is Critical to Your Success Five components of Risk Management: Code Audit Anti Fragile – gets stronger when stressed Low funding risk (fiat) Attack Risk Regulatory “An idea survives if it is a good risk manager, that is, not only doesn’t harm its holders,…

Depends on the Breadth and Depth of the Community Supporting it Five components of Engagement: Developer Adoption of Protocol Active commenting Reddit Long lasting ongoing discussions in Slack, Telegram, Discord, etc… Positive Twitter Sentiment Uptrend in Google trends This will be quick. Toss a couple of dollars to Earn.com users and…

No One Agrees on What It Means. You Should Still Try and Evaluate Its Various Dimensions Anyway. Five components of decentralization: Widespread developer contributions Roadmap for decentralized governance Lack of Concentrated Holders (via Wallets) Would function normally without creators Global Given the uncertainty inherent in cryptoasset investing decentralization is an…

Hint: It’s not relentless marketing and constant feeding of hype cycles Five components of project evaluation: The project is live and has existing users Well written high-quality white paper Demonstrated understanding of the landscape of possible competitors, substitutes Unique Value Proposition Open Source When evaluating projects I want it to…

Understanding What They Bring to the Table to Make Your Investment A Success Five components of team evaluation: Track record of historical achievements Distinctive Combination of Skills Unique Qualifications for Tackling the Problem Experience Building Distributed Systems Transparent and consistent ethical behavior For a project to succeed its founding team…

The Foundation of Successful Cryptoasset Investing When starting the process of evaluating a cryptoassets investment potential. Focus on its cryptoeconomics. Absent robust cryptoeconomics a project is unlikely to deliver value to you as an investor no matter how interesting it might be. Five components of cryptoeconomic evaluation: The project requires…

Ripple is a system is optimized for permissioned financial institutions to transact directly with each other cost efficiently. XRP was issued as a liquidity management tool to facilitate transactions in illiquid currencies as needed across the network. So XRP will only ever be involved in a fraction of the activity…

I’ve been trying to create a framework to add discipline to my cryptoasset investment process. Given there are 1000s of tokens already and more coming every day. The first step I’ve taken is to create a set of filters to help screen out coins falling short of the criteria I…